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CRF

Cornerstone Total Return Fund
CRF

93 hedge funds and large institutions have $183M invested in Cornerstone Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

4% more funds holding

Funds holding: 89 → 93 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.18% less ownership

Funds ownership: 21.42% → 16.24% (-5.2%)

9% less capital invested

Capital invested by funds: $201M → $183M (-$17.3M)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
41
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
+$13.3M
2
QL
Quarry LP
New York
+$9.53M
3
BFM
Boothbay Fund Management
New York
+$8.08M
4
AC
Almitas Capital
California
+$7.73M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.29M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$32.6M
2
YCM
Yakira Capital Management
Connecticut
-$2.21M
3
KA
Kovack Advisors
Florida
-$907K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$539K
5
SG
StoneX Group
New York
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$459K +$17.3K +2,303 +4%
CFD
27
Creative Financial Designs
Indiana
$361K +$22.3K +2,973 +6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$344K -$12.6K -1,671 -3%
RCM
29
Rivernorth Capital Management
Florida
$337K +$15 +2 +0%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$305K +$977 +130 +0.3%
ACA
31
Aptus Capital Advisors
Alabama
$290K +$57.1K +7,600 +22%
Cerity Partners
32
Cerity Partners
New York
$285K +$309K +41,055 New
VF
33
Virtu Financial
New York
$268K -$72.3K -9,617 -20%
FWP
34
Firethorn Wealth Partners
Georgia
$238K +$11.9K +1,584 +5%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$227K +$19.6K +2,604 +9%
BlackRock
36
BlackRock
New York
$207K – – –
KAS
37
Kestra Advisory Services
Texas
$196K +$72.8K +9,686 +52%
BWM
38
Buska Wealth Management
Wisconsin
$167K +$4.67K +622 +3%
BCM
39
Becker Capital Management
Oregon
$163K +$10.6K +1,415 +6%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$161K +$174K +23,144 New
SAM
41
Secure Asset Management
Michigan
$152K +$164K +21,851 New
AG
42
AmeriFlex Group
Nevada
$152K – – –
WMN
43
Wealth Management Nebraska
Nebraska
$151K +$8.73K +1,161 +6%
Mariner
44
Mariner
Kansas
$150K +$1.7K +226 +1%
IAA
45
Independent Advisor Alliance
North Carolina
$148K +$160K +21,315 New
SWP
46
Stratos Wealth Partners
Ohio
$146K – – –
HAG
47
HF Advisory Group
Maryland
$132K +$5.13K +682 +4%
CA
48
Clearstead Advisors
Ohio
$130K +$140K +18,653 New
HF
49
HRT Financial
New York
$127K -$226K -30,014 -62%
MFGM
50
Marshall Financial Group (Maryland)
Maryland
$126K – – –
1
2
3 4 5

CRF Hedge Fund Activity: Q1 2026 in Review

93 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q1 2026, worth a combined $183M — down 8.6% from $201M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRF positions and 10 closed out — a net gain of 7 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $13.3M. The largest seller was Sit Investment Associates, cutting an estimated $32.6M.

  • 93 institutional investors held Cornerstone Total Return Fund (CRF) as of Q1 2026, up from 89 in Q4 2025.
  • Funds reported $183M of Cornerstone Total Return Fund stock for Q1 2026, down 8.6% quarter-over-quarter.
  • 17 funds opened new Cornerstone Total Return Fund positions in Q1 2026 and 10 closed out, a net change of +7 holders.
  • The largest Cornerstone Total Return Fund buyer in Q1 2026 was Alpine Global Management, an estimated $13.3M added.
  • The largest Cornerstone Total Return Fund seller in Q1 2026 was Sit Investment Associates, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2026.